Position in BCS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$29,116
+$15,955 QoQ
Shares Held
1,084
+74.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#425
of 552 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $5,272,391 across 11 Banks - Diversified names. BCS ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,692 | $3,499,812 | |
| 2 | BAC |
Bank Of America Corp /De/
|
17,332 | $987,577 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
6,406 | $529,391 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
767 | $110,915 | |
| 5 | C |
Citigroup Inc
|
292 | $40,868 | |
| 6 | BCS |
Barclays PLC
This page
|
1,084 | $29,116 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
235 | $22,346 | |
| 8 | UBS |
UBS Group AG
|
392 | $19,427 |
All Filings in BCS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,116 | 1,084 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $13,161 | 622 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $15,829 | 622 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $11,562 | 622 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,553 | 622 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,266 | 622 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $7,557 | 622 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,661 | 622 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,877 | 622 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,901 | 622 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,845 | 622 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,888 | 622 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,472 | 622 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $4,480 | 700 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $5,320 | 700 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,530 | 700 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $7,245 | 700 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,224 | 700 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,755 | 700 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $7,161 | 700 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $5,593 | 700 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,507 | 700 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,962 | 700 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,171 | 700 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||